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big news! ant group makes a major move to acquire haodafu online, lei jun, wang hang and others withdraw

2024-09-15

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acquired full ownership of good doctor online

china fund news reporter yishan

good doctor online, which has been rumored to be acquired many times, has finally been acquired by ant group.

ant group's wholly-owned subsidiary has acquired good doctor online

the latest display shows that the physical company of good doctor online interactive peak technology (beijing) co., ltd.the company has recently undergone industrial and commercial changes, with the major shareholder being the original founder wang hang was changed to shanghai yunyan enterprise management consulting co., ltd., the latter is a wholly-owned subsidiary of ant group, and its latest shareholding in interactive peak technology (beijing) co., ltd. has reached 100%.

lei jun, luo danseveral natural person shareholders also withdrew at the same time, among which lei jun held 0.97% of the shares before his withdrawal. the company's legal representative is changed to zhang junjie, vice president of alipay and general manager of digital healthcare divisionhowever, wang hang still serves as the company's chairman.

as early as august this year, the market had heard that ant group would acquire good doctor online and plan to merge its business into alipay's medical and health division. in response, good doctor online declined to comment and the official news was the standard.

with the change of business information, the rumor was finally confirmed. however, so far, haodafu online and ant group have not made any public statement on the matter.

the number of doctors registered with real names has reached 280,000

as one of the earliest explorers of internet medical care in china, haodaifu online was founded by wang hang in 2006, aiming to help users solve various medical problems such as online services and offline medical treatments in one stop. after 18 years of operation, haodaifu online has become one of the leading internet medical platforms in china.

in 2016, haodaifu online established an online diagnosis and treatment pilot project in the ningxia hui autonomous region - yinchuan smart internet hospital, becoming one of the key innovators and promoters in the field of online diagnosis and treatment. it has also become an important "test field" for regulatory authorities to innovate policies in the field of internet medical care in the past two years.

according to the official website, as of september 2024, good doctor online has collected information on 940,000 doctors from more than 10,000 regular hospitals in china. among them, 280,000 doctors have registered with real names on the platform and provide online medical services directly to patients. among these active doctors, the proportion of doctors from tertiary hospitals has reached 73%. at present, good doctor online has served more than 89 million patients.

since its establishment, haodafu online has been favored by capital, and well-known investors include lei jun, lianchuang ceyuan, dcm, zhixin, chongde, tencent, etc.among them, the d round of financing led by tencent in 2017 reached us$200 million.

in terms of business model, in addition to online diagnosis and treatment services, in recent years, good doctor online has begun to increase platform service fees and launched membership services. however, although the company is known as a "conscientious platform" for its principle of not making profits from drugs, not doing medical advertising, and not opening physical hospitals, its profitability has always been questioned by the industry, and it has been reported to have laid off employees many times.

after completing a wave of layoffs in december 2022, the company finally achieved a break-even in the first quarter of 2023. however, judging from the reaction of capital, it was obviously not enough. in june of the same year, wang hang issued a "latest company situation statement" within the company, in which he mentioned that the previous adjustment plan did not meet expectations and the company faced huge pressure from multiple shareholders to withdraw their capital and request redemption. since then, the market has been hearing news that the company is seeking acquisitions.

the company's operations are expected to continue to improve

with the latest entry of ant group, some industry insiders believe that with the help of alipay's medical ecosystem, haodaifu online's operating conditions are expected to continue to improve.

in the past ten years since its deployment in the medical industry, alipay has continued to dig deep and build a good development ecosystem. it is currently the largest third-party medical insurance service channel and one-stop health service platform in china. public data shows that the alipay platform aggregates digital services of more than 3,600 hospitals across the country, and more than 800 million users use alipay to see doctors, seek medical treatment, and buy medicine.

at the "2024 inclusion·bund conference" held on september 5, alipay also released the "ai health butler" and announced that it will open up medical intelligent collaboration to the medical and pan-health industries and jointly build an ai health service ecosystem.

fund jun found that the alipay online consultation platform has been connected to the doctor resources of good doctor online. if ranked by the number of consultations, many doctors from the good doctor online platform are at the top, and one of them, a chief physician of general surgery, ranks first with nearly 130,000 consultations.